BOARDWALK FINANCIAL STRATEGIES LLC
CRD #165048 SEC #801-127667 HARTLAND, WI 262-423-7552
SEC Registered
Total AUM
$175.6M
Discretionary
$142.3M
Employees
6
Clients
10
Accounts
592
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RODENBAUGH, HEIDI | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODENBAUGH, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODENBAUGH, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODENBAUGH, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODENBAUGH, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODENBAUGH, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODENBAUGH, HEIDI, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODENBAUGH, MICHAEL, J | I | MANAGING MEMBER - CCO | E | Control |
| RODENBAUGH, MICHAEL, J | I | MANAGING MEMBER | E | Control |
| RODENBAUGH, MICHAEL, JOHN | I | MANAGING MEMBER | E | Control |
| RODENBAUGH, MICHAEL, JOHN | I | MANAGING MEMBER | E | Control |
| RODENBAUGH, MICHAEL, JOHN | I | MANAGING MEMBER | E | Control |
| RODENBAUGH, MICHAEL, JOHN | I | MANAGING MEMBER | E | Control |
| RODENBAUGH, MICHAEL, JOHN | I | MANAGING MEMBER | E | Control |
| RODENBAUGH, MICHAEL, JOHN | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (2)
IL WI
Address
128 COTTONWOOD AVENUEHARTLAND, WI 53029
United States
Phone: 262-423-7552